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Estee Lauder
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Overview Fund Activity

903 hedge funds and large institutions have $19.5B invested in Estee Lauder in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 329 increasing their positions, 345 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
-76
Holders Change %
-7.76%
% of All Funds
13.06%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
107
Increased
329
Reduced
345
Closed
172
Calls
$984M
Puts
$1.14B
Net Calls
-$158M
Net Calls Change
+$140M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.46B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$571M
3
IFP
Independent Franchise Partners
United Kingdom
$538M
4
Ameriprise
Ameriprise
Minnesota
$160M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$395M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
$2.57M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$316M
3
ClearBridge Investments
ClearBridge Investments
New York
$0
4
Brown Advisory
Brown Advisory
Maryland
$2.9M
5
Capital International Investors
Capital International Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1001
Snowden Capital Advisors
New York
– -$291K -2,733 Closed
SI
1002
Symmetry Investments
Jersey
– -$287K -2,700 Closed
HAG
1003
HighPoint Advisor Group
Illinois
– -$268K -2,693 Closed
TCOT
1004
Trust Company of Toledo
Ohio
– -$278K -2,615 Closed
BC
1005
Bowman & Company
Wisconsin
– -$276K -2,591 Closed
CCA
1006
Checchi Capital Advisers
California
– -$262K -2,466 Closed
NAS
1007
Nicolet Advisory Services
Wisconsin
– -$249K -2,439 Closed
SIG
1008
Stonegate Investment Group
Alabama
– -$257K -2,420 Closed
GFP
1009
Gryphon Financial Partners
Ohio
– -$248K -2,335 Closed
FFA
1010
First Foundation Advisors
California
– -$246K -2,309 Closed
AG
1011
AlTi Global
New York
– -$239K -2,250 Closed
IFU
1012
iSAM Funds (UK)
United Kingdom
– -$235K -2,209 Closed
KA
1013
Kovack Advisors
Florida
– -$232K -2,184 Closed
PGFC
1014
Peapack-Gladstone Financial Corp
New Jersey
– -$231K -2,174 Closed
FAIM
1015
Financial Advocates Investment Management
Washington
– -$230K -2,166 Closed
ACA
1016
Aptus Capital Advisors
Alabama
– -$228K -2,144 Closed
PNC
1017
Park National Corp
Ohio
– -$227K -2,137 Closed
NW
1018
NewEdge Wealth
Pennsylvania
– -$227K -2,129 Closed
DAS
1019
Dynamic Advisor Solutions
Arizona
– -$223K -2,098 Closed
AF
1020
Apexium Financial
Texas
– -$216K -2,033 Closed
SFA
1021
Sequoia Financial Advisors
Ohio
– -$216K -2,030 Closed
ACM
1022
Argent Capital Management
Missouri
– -$213K -2,000 Closed
GCA
1023
Guardian Capital Advisors
Ontario, Canada
– -$204K -1,992 Closed
GAG
1024
GM Advisory Group
New York
– -$209K -1,968 Closed
SG
1025
Strid Group
Pennsylvania
– -$209K -1,962 Closed
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